topic Non-qualified dividends in Get your taxes done using TurboTax

Non-qualified dividends

srd1266 — Wed, 26 Feb 2025 22:45:48 GMT

How do I enter the non-qualified dividends not reported to the IRS that I received on my composite summary from Charles Schwab?

Re: Non-qualified dividends

baldietax — Thu, 27 Feb 2025 00:16:38 GMT

are you referring to the pages beginning "year-end summary information is not provided to the IRS"? Check the totals vs. the 1099-DIV, these pages should just be providing more detail on the 1099-DIV (which is reported to the IRS at total level). Some of this details adjustments to how Schwab may have reported dividend during the year vs. actual disposition e.g. an ETF which pays a mixture of qualified and non-qualified but they don't disclose that mix until year-end, or Section 19A, Private Activity amounts etc.

Re: Non-qualified dividends

SharonD007 — Thu, 27 Feb 2025 03:28:43 GMT

Are you referring to stock sales on your 1099-B with transactions that say "basis not reported to the IRS?" Please clarify.